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Access a Survey Campaign

Access a Survey Campaign

A Survey Campaign is the page that lets you manage a single survey on a single project. Learn how to add surveys to projects.

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There are several ways to access each of your Survey Campaign pages. Find the shortcut that works for you.

Via the Side Menu

  1. Select Surveys in your Side Menu

  2. Select Active Surveys

  3. You arrive on the Manage Surveys page which displays either all of your survey campaigns or all of your master surveys (depending on your permission level)

Via the My Apps menu

  1. Select My Apps in the top menu

  2. Scroll across to the Projects button but do not click it

  3. Put your mouse over the Projects button

  4. A list of projects will appear

  5. Put your mouse over the project which you want to access a Survey Campaign of

  6. A side menu will appear for that project

  7. Scroll down until you see Surveys

  8. Put your mouse over Surveys

  9. Another side menu will appear which lists the Surveys being used on that project

     

  10. Clicking one of the surveys will take you to the Survey Campaign page where you can manage that survey on that project

Via the Surveys panel on the Project page

Watch the video

Follow the steps:

  1. Go to the Project page

  2. Scroll down to the Surveys box

  3. Select the name of the Survey

  4. You arrive on the Survey Campaign page for that survey on that project

Via the Manage Surveys page

  1. Select My Apps in the menu

  2. Select Surveys in the Apps Ribbon

  3. In the Manage Surveys For dropdown list, select a project

  4. You arrive on the project’s Manage Surveys page

  5. Select the survey that you want to manage on that project

  6. You arrive on the Survey Campaign page

Via another Survey Campaign

  • Every survey campaign has two shortcut dropdown menus on the right hand side

    • One called Project - selecting an alternative project will load the Survey Campaign for the same Master ssurvey but on a different project

    • Another called Survey - selecting an alternative survey will load the Survey Campaign for the selected survey on the same project whose survey campaign you're currently on

Additional methods

 

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